FAQs in this section
How do I share a quote?
How do I print a quote?
How do I create a quote?
What is a Quote?
How do I create a quote from a deal?
How do I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How do I generate a sales order from a quote?
How do I generate a purchase order (PO) from a quote?
How do I generate an invoice from a quote?
How do I generate a subscription from a quote?
How do I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I convert a quote into an invoice?
Can I add multiple items in a purchase order or sales order from a quote?
What should I do if a custom font is not displaying in my quote?
How is a quote important in a Deal Journey?
Table of Contents
In a Deal Journey, a quote is generated with Deal Revenue Line Items and shared with the potential customer for their review.
You can revise a quote based on the changes requested by the customer regarding discounts or terms and conditions. Once the quote is reviewed and accepted by the customer, the deal advances to the next stage.
You can revise a quote based on the changes requested by the customer regarding discounts or terms and conditions. Once the quote is reviewed and accepted by the customer, the deal advances to the next stage.
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